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Join our Academic All Stars from Harvard, Yale, Stanford, Wharton, MIT and Chicago Booth as they come together to share their vision for the investment landscape in the face of disruption. Designed to be a Master class-style event, we are bringing together the hottest and most sought-after industry disrupters in the field.
You’ll learn from popular, industry-defining thought leaders considered to be shaking things up and authorities on what the future of wealth management will look like.
These collegiate, Ivy League leaders are highly accomplished and include Nobel prize winners and New York Times bestsellers. Our speakers include 12 PhDs, 9 tenured professors, 3 economists, 2 psychologists and 2 JDs, eager to share their insights and strategies to help you move your career and business forward.
So, get ready to REIMAGINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us, virtually, for this All-Star academic line up at ACE Academy 2021, taking place April 26-27, for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.
ACE Academy is in partnership with faculty from CIMA®& CPWA® Registered Education Providers:
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Faculty from:
Harvard University ▪️ Brown University ▪️ Massachusetts Institute of Technology ▪️ Stanford University ▪️ Princeton University
ACE Academy 2021 brings together academic heavy weights from top universities around the country and features more than 25 different sessions, guaranteeing you'll find exactly what you're looking for to maintain an edge in the financial industry.
Offering up to 32.5* premier, audit-proof, Institute CE credit hours, you can gain access to compelling insights, and strategies you can activate immediately from leading experts and academic professionals eager to share new trends, and solutions to solve some of the toughest problems facing the financial industry today.
For over 15 years, professionals have turned to the Institute’s conferences to deliver Ivy League-quality content from the top disruptors on the financial landscape. By attending our conference curated around the CIMA®, CPWA® and RMA® curriculum, you’ll gain futureproof methods to help you and your business move forward.
32.5 Institute CE
26.5 CFP CE Pending
Content
An entertaining fusion of Ivy League-quality education and practical application. Ivy League professors lay the groundwork of academic research and ideas, while successful practitioners share their playbooks. The Institute is hyper-focused on adding value to advisors and their clients.
Networking
The value of a membership association is its community. Even the right sponsors are carefully selected. The connections made at these events make a career-defining difference!
Experience
As you participate via livestream and on-demand, you’ll feel our authenticity. There are opportunities before, during and after the conference to engage with Q&A, live polling and more. Our goal is to capture your attention with prestigious speakers and interactive events such as our Women in Wealth Reception and post speaker discussion about ethics.
Who Should Attend?
The Institute attracts like-minded financial professionals from all backgrounds, including wirehouses, RIAs, BDs, and banks and trusts. Our annual conference brings together top decision makers from firms such as UBS, Morgan Stanley, Merrill Lynch, Wells Fargo, BNY Mellon, J.P. Morgan, Goldman Sachs, Charles Schwab, Raymond James, Ameriprise, Credit Suisse, Northern Trust and more.
“The best educational conference, hands down.”
“ACE is one conference I can’t miss. It’s the best way to maximize my connections in the industry and receive the widest breadth of information.”
"This conference is a hidden gem. I can’t believe how consistently good it is year after year, and this year was no exception. "
Bringing together Ivy League professors, expert practitioners, thought leaders and industry innovators!
Speakers are subject to change
*All times noted in Eastern Standard Time
ACE Academy will be moderated by Devin Ekberg, CFA®, CPWA®, CIMA®, Investments & Wealth Institute
Monday
April 26, 2021
Tuesday
April 27, 2021
Wednesday
April 28, 2021
April 19 - May 10, 2021
| Time | Session | Speaker(s) |
|---|---|---|
10:00 - 10:15 a.m. EST |
Welcome Remarks |
|
10:15 - 11:15 a.m. EST |
Opening Keynote Speaker: Atomic Habits: How to Get 1% Better Every Day (1 CE) |
|
11:15 - 11:45 a.m. EST |
The Institute Real-TimeTakes |
|
11:45 a.m. - |
Break with Partners and Sponsors |
|
12:15 - 1:15 p.m. EST |
General Session 1: Enhancing Longevity Risk Management (1 CE) |
|
1:15 - 1:40 p.m. EST |
The Institute Real-TimeTakes |
|
1:40 - 2:10 p.m. EST |
Break with Partners and Sponsors |
|
2:10 - 3:25 p.m. EST |
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2:10 - 3:25 p.m. EST |
||
2:10 - 3:25 p.m. EST |
Masterclass 3: The Future of Energy: Evolution, Disruption, and Revolution (1.5 CE) |
|
2:10 - 3:25 p.m. EST |
Masterclass 4: The Well-Tempered Retiree: Fine-Tuning Investor Behaviors in Retirement (1.5 CE) | |
3:35 - 4:35 p.m. EST |
Masterclass 5: Investing During and After COVID: What’s Changed, What Hasn’t? (1 CE) |
|
3:35 - 4:35 p.m. EST |
Masterclass 6: Impact Investing (Now available on-demand) (1 CE) |
|
3:35 - 4:35 p.m. EST |
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3:35 - 4:35 p.m. EST |
Masterclass 8: The Best of Both Worlds: An Introduction to Semitransparent Active ETFs (1 CE) |
|
4:45 - 5:45 p.m. EST |
General Session 2: REIMAGINE: Responding to Threats and Minimizing Disruption (1 CE) |
|
5:45 - 6:00 p.m. EST |
Closing Remarks |
|
6:30 - 7:30 p.m. EST |
Women in Wealth Reception: Empowering Women To Own Their Financial Futures (1 CE) |
Leslie Geller, J.D., LLM, Angie O’Leary, Jennifer Pearce and Kelly Walsh, CIMA®, RCC® |
| Time | Session | Speaker(s) |
|---|---|---|
10:00 - 10:30 a.m. EST |
Award Announcements & Opening Remarks |
|
10:30 - 11:30 a.m. EST |
General Session 3: The Five Trends That Will Define The Post Pandemic World (1 CE) |
|
11:30 - 11:55 a.m. EST |
The Institute Real-TimeTakes |
|
11:55 a.m. - |
Break with Partners and Sponsors |
|
12:25 - 1:25 p.m. EST |
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1:35 - 2:35 p.m. EST |
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1:35 - 2:35 p.m. EST |
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1:35 - 2:35 p.m. EST |
Masterclass 11: The Future of ETFs: Evolved. Transparent. Flexible. (1 CE) |
|
1:35 - 2:35 p.m. EST |
Masterclass 12: What you Need to Know about COVID-19 and the Global Recovery (1 CE) |
|
2:35 - 3:00 p.m. EST |
Break with Partners and Sponsors |
|
3:00 - 4:00 p.m. EST |
Closing Keynote Speaker: The Global Outlook – Opportunities and Challenges (1 CE) |
|
4:00 - 4:15 p.m. EST |
Closing Remarks |
| Time | Session | Speaker(s) |
|---|---|---|
11:00 a.m. - |
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